Setting Up Bulk Transfer Templates

Create reusable templates to streamline your bulk payment processes.

What are Templates?

Templates are pre-saved recipient lists you can reuse for regular bulk transfers like monthly payroll or recurring vendor payments.

Creating a Template

Navigate to Wallet > Bulk Transfers > Templates and click “Create Template”.

Template Details

• Template name – e.g., “Monthly Payroll”, “Supplier Payments”
• Description – Note what this template is for
• Payment type – Payroll, vendor, commission, etc.

Adding Recipients

Manual Entry:

1. Click “Add Recipient”
2. Enter name, bank name, account number
3. Add amount (or leave blank for variable amounts)
4. Repeat for all recipients

CSV Upload:

1. Download CSV template
2. Fill in recipient details (name, bank, account number, amount)
3. Upload completed file
4. BrandDrive validates and imports data

CSV Template Format

Required columns:

• Recipient Name
• Bank Name
• Account Number
• Amount (optional if varies each time)
• Narration/Description (optional)

Saving Templates

After adding all recipients, click “Save Template”. Templates are stored securely and can be edited anytime.

Using Saved Templates

1. Go to Bulk Transfers > New Transfer
2. Select “Use Template”
3. Choose your saved template
4. Update amounts if needed
5. Proceed with transfer

Editing Templates

To modify an existing template:

1. Go to Templates
2. Find the template
3. Click “Edit”
4. Add/remove recipients or update details
5. Save changes

Deleting Templates

Remove templates you no longer need:

1. Find template in list
2. Click “Delete”
3. Confirm deletion

Past transfers using deleted templates remain in history.

Need Help?

Contact hello

@branddrive.co or visit ourHelp Center.

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Related Articles: Understanding Bulk Transfers | Processing and Tracking Bulk Payments